Past Events

Jun
10
2020

A Virtual Experience

Co-Chairs:
Eric Koestner,
Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

MMI Summit

May
28
2020

Replay | MMI NetMeeting

In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility. 

This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition. 

MMI NetMeetings

May
27
2020

MMI Virtual Event Series for Distribution Professionals

The COVID-19 pandemic has upended traditional financial services distribution models that rely on face-to-face meetings with advisors. The implications for distribution teams are profound and will likely last long after the current crisis is over.

Distribution Leadership

May
21
2020

HOW TO HAVE A CLIENT MEETING IN 2020:
Framing ESG in the context of our current crisis

Replay

Sustainable/Impact Investing

May
19
2020

Replay | MMI NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.   

MMI NetMeetings

May
6
2020

Replay | MMI NetMeeting

In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal. 

MMI NetMeetings

Apr
7
2020

ALERT: This event, originally scheduled for April 7, 2020, has been postponed to November 18, 2020.

Canadian Advisory Solutions

Mar
3
2020

March 3, 2020 | NYC
Allianz Life Financial Services Offices

Paramount Plaza
42nd Floor, Boardroom Conference Room
1633 Broadway
New York, NY 10019


Jan
9
2020

January 9, 2020 | Boston
State Street Global Advisors Offices

State Street Financial Center
One Lincoln Street, 36th Floor
Boston, MA 02110

Aligning Mission with Investment Policy

SOLD OUT - Please email events@mminst.org to be added to the wait list.


 

Sustainable/Impact Investing